Define Signature

Emails can be sent to clients from within Applied Rating Services. With the email functionality you also have the ability to define and manage multiple email signatures that can be used in the body of email messages you send to clients in Applied Rating Services.

Create a Signature

1. From Desktop Navigation, click Email > Define Signature on the menubar.
2. The Applied Rating Services Mail screen displays. Enter the text of your signature in the field.
3. You have the following options available for your signature:
• Change the default Font and Font Size
• Change the Text Colour, Background Colour, and/or Highlight Colour
• Change the font style
• Insert a Bullet List and/or a Numbered List
• Insert Image
  1. Click the Insert Image button or click Insert > Image on the menubar.
  2. The Picture window displays. Use the Browse button to locate the image you want to use.
  3. For the Layout of the image, select an Alignment and enter a Border Thickness if needed.
  4. Enter a number in the Horizontal and/or Vertical fields for the Spacing of the image.
  5. Click OK to insert the image.
• Insert Link
  1. Click the Insert Link button or click Insert > Link on the menubar.
  2. The Hyperlink window displays. Select the Type in the dropdown for the hyperlink.
  3. Enter the URL for the hyperlink.
  4. Click OK to insert the hyperlink.
• Align Content Left, Center, Right, or Justify  
• Insert a Decrease or Increase Indent

Note: To save the text options as a default, click File > Set Default Style on the menubar. To remove the style click File > Remove Default Style on the menubar.

4. Once complete, Click Signature > Save Signature on the menubar or click the Save Signature button to save the signature.
5. The Signature Name window displays. Enter a name for the signature in the field and click OK.
6. The Signature created window displays. Click OK.

Edit a Signature

1. From Desktop Navigation, click Email > Define Signature on the menubar.
2. The Applied Rating Services Mail screen displays. Click Signature > Load Signature on the menubar.
3. The View Signature window displays. Select the Signature to edit in the list and click OK.
4. The signature displays. Make changes as necessary.
5. Once you are done editing, click Signature > Save Signature or click the Save Signature button to save the changes. To save it as a new signature, click Signature > Save Signature As on the menubar.
6. A message displays stating the signature was updated. Click OK.

Deleting a Signature

1. From Desktop Navigation, click Email > Define Signature on the menubar.
2. The Applied Rating Services Mail screen displays. Click Signature > Load Signature on the menubar.
3. The View Signature window displays. Select the signature you want to delete in the list and click the Delete button .
4. A window displays with the message Selected Signature will be deleted. Click OK to delete the signature.

Set Default Signature

1. From Desktop Navigation, click Email > Define Signature on the menubar.
2. The Applied Rating Services Mail screen displays. Click Signature > Load Signature on the menubar.
3. The View Signature window displays. Select the signature you want to make the default from the list.
4. Click File > Set as Default on the menubar.
5. The message Selected Signature is set as Default Signature displays. Click OK.
   
   Note: A Y displays in the Default column to show which signature is the default. It is not required to have a default signature.